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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
AAHtt!P'f 1N.HERITANCE TAX
?AJt~~ro;t1ENt; 'AL'i.O,WANCE OR DISALLOWANCE
~;\OF..,.p~o.\!~TI,bN~',\A_N'9 ASSESSMENT OF TAX
,i...;' _\ -
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
1001 JUN 25 Pl-i 3: 5::~~TE OF
DATE OF DEATH
CLERK O~ FILE NUMBER
ORP\-\AN'S C\:(~~\tlCOUNTY
CU~!PCll q ': \ , , ACN
06-25-2007
FRIES
06-07-2005
21 05-0683
CUMBERLAND
101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BERNETTA J FRIES
200 SOUTH 16TH STREET
CAMP HILL PA 17011
REV-1547 EX AFP (06-05)
CHARLES
S
I
PAYMENT TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FRIES CHARLES S FILE NO. 21 05-0683 ACN 101 DATE 06-25-2007
TAX RETURN WAS:
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
x) CHANGED
SEE ATTACHED NOTICE
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
2,497.10
.00
1,064,485.18
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,066,982.28
4.9D4.21i
1,062,078.03
.00
1,062,078.03
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(9)
CIO)
4,904.25
.00
ell )
CI2)
CI3)
CI4)
CIS) 424,105.93 X 00 .00
CI6) 574,174.89 X 045 = 25,837.87
CI7) 63,797.21 X 12 7,655.67
CI8) .00 X 15 .00
CI9)= 33,493.54
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 07-10-2007 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 33,493.54
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 3,323.80
TOTAL DUE 36,817.34 ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. J
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX.(6-ll8)
~
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2105-0683
101
Charles S. Fries
Bill Lyons
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The tax was calculated as a life estate to the surviving spouse with a remainder interest to
children and siblings.
ROW
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